Add "Last 12 Months" To Reports
Comments
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@Coach Natalie "Are you on QBP?" … Short answer: "Yes."
Sorry for the confusion. I guess it never occurred to me that Quicken would make these Date Range choices available in QBP — even for reports on the Personal side — but not make them available in QS. There are two reasons for my surprise:
- Given the number of votes for this already-implemented capability, it's odd that it hasn't even made it to the "submitted for review" stage in QS.
- I understood QBP to be like an add-on subscription that unlocks additional business-related features on top of a shared QS code base, rather than a fully separate program.
It's disappointing that improvements in the plumbing code — like changes to the date picker — are being treated like "business-related" features reserved for subscribers to QBP. Is it just an oversight?
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)1 -
I'd like to think that seeing the last 12 months as a selectable choice is NOT only reserved for QBP.
@Coach Natalie is QBP an add on where features are available through the QS apps/website and has additional costs associated or is QBP just a completely separate product?
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@Max1223, QBP is a separate product and is geared toward small business owners.
Here is our QBP help section if you'd like to check out the features and see how it looks:
-Coach Natalie
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@Coach Natalie thanks for the clarification of it being a separate product.
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@Coach Natalie "QBP is a separate product and is geared toward small business owners."
[EDIT] We may be talking about different aspects of the issue. I'm talking about the codebase implementing Simplifi and QBP — specifically how improvements to common elements should be available in both. I think you may be talking about how the two are sold or marketed — where they are clearly separate as you say.
Interestingly, the Help Center article you linked says this:
In addition to a full suite of business tools, Quicken Business & Personal also features the award-winning Simplifi, named "best personal finance app" by PC Magazine.
That description — along with the near identical interfaces and the fact that both are accessed through "https://simplifi.quicken.com" — made me think that QBP is just a feature superset of Simplifi.
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)0 -
@DryHeat, I wouldn't be able to tell you from a coding perspective. I also don't know why some abilities are available in one but not the other. I'm guessing there is reasoning behind adding the 'Recent 12 months' option for small business owners versus personal-only users, but I'm not sure what that is. Sorry for not having more info!
For anyone who would like to see a 'Last 12 months' date range option added to personal Reports, please continue to vote and add your feedback here!
-Coach Natalie
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looks like this was added for [removed - accuracy] folks. Thank you!!!
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